SWM
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Sherman Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Sherman Wealth Management’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.64M Buy
86,766
+8,002
+10% +$428K 3.49% 6
2026
Q1 		$4.24M Buy
78,764
+18,153
+30% +$983K 3.64% 6
2025
Q4 		$3.28M Buy
+60,611
New +$3.29M 2.85% 7

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sherman Wealth Management's JBND Position: Q2 2026 in Review

Sherman Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 10% in Q2 2026, buying an estimated $428K and bringing the position to 86,766 shares worth $4.64M. The position accounts for 3.49% of the portfolio, ranked #6.

Sherman Wealth Management first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Sherman Wealth Management held 86,766 shares of JPMorgan Active Bond ETF worth $4.64M as of Q2 2026.
  • Sherman Wealth Management bought 8,002 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $428K.
  • JPMorgan Active Bond ETF made up 3.49% of Sherman Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Sherman Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.